VG stocks - Doug Creutz of Cowen said this holiday release slate is the most top-heavy in years, too much competition on AAA titles for anybody's good. And projections of growth going forward that were pegged at 12-13% is just unrealistic. Downgraded a number of the vg co's, such as TTWO to neutral from Outperform with an $83 PT.  I'm not following these stocks closely, but after the run they've had, probably time someone added a note of caution to valuations. Sector feeling the heat, as ATVI down 2%+ etc.